We are a premium Wealth Management service that provides a superior client experience. Backed by National Bank Financial we focus on tax-efficient, diversified portfolios.
With our diverse knowledge and accreditation, we are certain we can help you achieve your financial goals.
Our portfolio management services are based on rigorous research and consistent macroeconomic monitors.
We have the track record to prove that a diligent active management approach can outperform a traditional investment approach.
Understanding you and your unique situation
Identifying your financial priorities
Develop Personalized Financial Action Plan based on your priorities
Investment Portfolio Review
Implementation and transition schedule
Initiate the financial Action Plan
Consolidate accounts and Transition the Investment Portfolio
4. MONITOR & REVIEW
Monitor Progres of the Financial Action Plan
Actively manage the Investment Portfolio
Help you navigate your options during your relationship with our team
We will ask you all the important questions and provide the most efficient and individual solutions to your life situation.
1. Where are you right now?
2. Where do you want to go?
3. How do you want to get there?
We are actively using Insurance and Tax Planning in our client's portfolios to utilize all tools that are available to Canadian Investors.
Private Banking services
Checking & Savings account
Debit & Credit Cards
Loans & Line of Credits
Group RRSP programs
We are helping our clients to reach their financial goals by providing following Banking services: